Sales Executive, Select - Tacoma, WA
About The Position
The Sales Executive, Select manages and develops a moderately complex group of Travelers agency assignments and territories, optimizing growth within defined new-business, retention, and profitability goals. The role sells the Travelers value proposition to distribution partners and contributes to a high-performing sales culture through industry-leading sales strategies, strong relationships, product knowledge, and effective sales and influencing tactics. It is an outside sales position; assigned distribution relationships in the geographic territory are generally best served through in-person sales. The role may also be conducted virtually when appropriate.
Requirements
- At least three years of professional experience in sales, sales support, or a relevant insurance field.
- Must live in the territory managed and be able to travel up to 75% of the time.
Nice To Haves
- Bachelor's degree in sales, marketing, business, or a related field.
- Four or more years of insurance sales or related experience managing a book of business, driving significant sales growth, achieving sales targets, conducting agency diagnostics, and using digital sales tools.
- Certified Insurance Counselor (CIC) designation, or willingness to pursue it.
- Strong knowledge of Travelers products and the general Property & Casualty marketplace.
- Strong influencing and negotiation skills to encourage agency partners to adopt Travelers products and services.
- Proven ability to collaboratively build and maintain relationships with diverse internal and external stakeholders.
- Strong analytical and problem-solving skills.
- Ability to define goals and priorities and meet them in a timely manner.
- Exceptional organizational skills to manage complex tasks and priorities and meet sales goals and deadlines effectively.
Responsibilities
- Develop and implement comprehensive sales strategies to expand and manage a portfolio of business and drive profitable growth.
- Own the assigned territory, including business development, using performance metrics to create annual plans and manage territorial performance.
- Conduct in-depth agency diagnostics to assess performance and identify growth opportunities.
- Facilitate agency appointments and build long-term relationships through in-person and virtual office visits.
- Prospect, onboard, and set performance goals for new agencies while providing training and support.
- Pre-qualify accounts as needed.
- Influence agency partners through effective communication and negotiation.
- Collaborate with internal teams, including Product and Underwriting, to align sales strategies with business objectives.
- Identify opportunities to cross-sell Travelers products with business partners in other lines and potentially identify book-transfer opportunities.
- Develop knowledge of competitor products and capabilities and local market trends.
- Use advanced data and analytics, Travelers systems, and platforms to support sales decisions and measure performance.
- Leverage AI technologies to optimize industry processes, enhance decision-making, and drive innovation while adapting to emerging AI trends and tools.
- Perform other duties as assigned.
Benefits
- Performance-based cash incentive awards
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
